We have a master list of forms to track that are assigned to various groups.
The thought was to have two boards:
Forms List - Keep the ‘library’ of forms as well as the revision status/dates and departments that use them
By Groups - When a document is “done,” it is updated (connect-boards) to this board in its department/group.
We’ve gotten the boards connected and used a rule to send certain columns of information to the 2nd board. However, it won’t go into the assigned group(s).
Suggestions please?"